LS

LIGHT STREET CAPITAL MANAGEMENT, LLC

13F
LIGHT STREET CAPITAL MANAGEMENT, LLC
Last update 2024-08-14 26 Stocks (12 new)
Value $435.00 Mil Turnover 29 %
Countries:
Top Holdings: NVDA(16.35%)TSM(13.65%)CLS(5.65%)AMD(5.51%)FROG(5.28%)
Portfolio Report
Summary Stock Picks Current Portfolio
LIGHT STREET CAPITAL MANAGEMEN... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
576,198
71183.500
-26.13%
16.350
-4.45%
0.000
-11.29%
+134.29%
2845480.000
Semiconductors
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
341,802
59408.610
+2.07%
13.650
+0.28%
0.010
-0.56%
+68.89%
902792.806
Semiconductors
CLS 		Celestica Inc
429,236
24608.100
New Holding
5.650
+5.65%
0.360
-12.63%
+66.50%
5754.849
Hardware
AMD 		Advanced Micro Devices Inc
147,976
24003.190
+6.84%
5.510
+0.35%
0.010
-3.60%
+5.79%
252402.242
Semiconductors
FROG 		JFrog Ltd
612,000
22980.600
+9.48%
5.280
+0.46%
0.550
-12.67%
-17.34%
3159.254
Software
AMZN 		Amazon.com Inc
118,000
22803.500
-26.25%
5.240
-1.83%
0.000
+2.96%
+26.10%
2010950.617
Retail - Cyclical
AVGO 		Broadcom Inc
135,740
21793.460
-19.20%
5.010
-1.04%
0.000
-0.71%
+54.95%
799228.975
Semiconductors
BILL 		BILL Holdings Inc
392,000
20627.040
+36.59%
4.740
+1.27%
0.370
+14.35%
-33.50%
5788.743
Software
META 		Meta Platforms Inc
39,500
19916.690
-13.19%
4.580
-0.70%
0.000
+12.00%
+59.07%
1420112.637
Interactive Media
TSM PUT 		Taiwan Semiconductor Manufacturing Co Ltd
106,700
18545.530
0%
4.260
0%
0.000
-0.56%
+68.89%
902792.806
Semiconductors

LIGHT STREET CAPITAL MANAGEMENT, LLC's Historical Top Holdings Breakdowns

LIGHT STREET CAPITAL MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CLS 		Celestica Inc2024-06-30New Buy
+5.65%
●
40.73 ($50.44) 59.41
$48.73
-3.39%
New holding
429,236
429,236
MSFT 		Microsoft Corp2024-06-30Sold Out
-4.68%
●
389.33 ($422.32) 452.85
$435.27
3.07%
Sold Out
0
-46,000
NVDA 		NVIDIA Corp2024-06-30Reduce
-4.45%
●
76.2 ($101.1) 135.58
$116.00
14.74%
Reduce -26.13%
576,198
-203,802
GOOGL 		Alphabet Inc2024-06-30Sold Out
-4.02%
●
150.53 ($168.57) 185.41
$163.59
-2.95%
Sold Out
0
-110,000
DELL 		Dell Technologies Inc2024-06-30New Buy
+4.00%
●
114.87 ($134.06) 179.21
$117.50
-12.35%
New holding
126,279
126,279
ADSK 		Autodesk Inc2024-06-30New Buy
+3.76%
●
199.93 ($224.64) 259.44
$267.29
18.99%
New holding
66,073
66,073
AAPL 		Apple Inc2024-06-30New Buy
+3.75%
●
165 ($186.49) 216.67
$228.29
22.42%
New holding
77,459
77,459
MELI 		MercadoLibre Inc2024-06-30Sold Out
-3.30%
●
1356.43 ($1578.7) 1787.73
$2,103.75
33.26%
Sold Out
0
-9,024
DASH 		DoorDash Inc2024-06-30Sold Out
-3.17%
●
108.78 ($120.46) 140.95
$139.72
15.99%
Sold Out
0
-95,250
BE 		Bloom Energy Corp2024-06-30New Buy
+2.53%
●
9.32 ($12.75) 17
$10.91
-14.43%
New holding
899,881
899,881

LIGHT STREET CAPITAL MANAGEMENT, LLC Total Holding History ($B)

To

LIGHT STREET CAPITAL MANAGEMENT, LLC's Asset Allocation

To

LIGHT STREET CAPITAL MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LIGHT STREET CAPITAL MANAGEMENT, LLC's Hypothetical Growth since 2024-06-30

LIGHT STREET CAPITAL MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LIGHT STREET CAPITAL MANAGEMENT, LLC's Holdings Heat Map

Size field:

LIGHT STREET CAPITAL MANAGEMENT, LLC's Holdings Bubble Chart

LIGHT STREET CAPITAL MANAGEMENT, LLC News

  • 1

Discussions on LIGHT STREET CAPITAL MANAGEMENT, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.